#1

“Despite our efforts to mitigate risk, the new tariffs have immediate and significant negative implications for our cost structure, and have the potential to compress our gross margin by 60%+.

Coffee and glass bottles are the largest % of COGs, and will be impacted by the following newly levied tariffs:

•50% increase in cost of glass bottles (sourced from China)

•26% increase in cost of chai (sourced from India)

•10% increase in cost of coffee (sourced from Ethiopia, Peru, and Canada)

#2

It changes almost every day… the tariffs on on, then they are off, then back on, then back off… its chaos. We’ll just have to see how the stuff unfolds over time. And with the risk of a recession higher than ever, there are even more considerations to factor into the equation… business can’t invest when uncertainty is very high, so they stop spending… potentially leading to a recession.

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#3

Just my observation, it’s kind of a topic that’s really speculative, of low consequence and far south of rapamycin relevance. A bit of political taint. Certainly more accurate opinions could be found on economic forums. But I can post one of my personal economic epistles if anyone is interested (boring). Ok, now back to Bryan Johnson :wink:

#4

No, microplastics are exponentially growing due to plastic debt. It might still be lower than rapamycin relevance for ALL research prior to some recent years, but NOT in 3 years. We are entering uniquely unprecedented territory for microplastic toxicity.

[also, FAR more people now care about MPs than about rapamycin]. This isn’t something we would have predicted 2 years ago.

#5

Agree. I used to sound like an idiot telling my fellow sauna users not to drink from their (heating up and shedding) plastic water bottles due to the BPA risks.
Now they are all ears.

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